How long to keep records

…and then you will know how long to keep your records.

We, Marcel Roy and Patricia Beelby CRM, are two experienced records and information management consultants, who have written a workbook divulging the actual methodology we have been using in their records management practice for over 20 years.

Now using our proven methodologies, you can develop your own records retention and disposition schedule and save your organizations hundreds, if not thousands of dollars in consulting fees alone.

Didn’t think it was possible? Just follow the step-by-step instructions using the worksheets provided. If you get stuck, email us.

Plus your satisfaction is guaranteed! You have 60 days from the date of purchase to request a refund.

It doesn’t matter what legal jurisdiction you are in.

This methodology will work anywhere.


“The workbooks Pat and Marcel produced are valuable tools for people responsible for records management in businesses big and small. The retention schedule workbook closes the back door firmly and fairly.

The straightforward language makes the skills accessible to a wide range of readers. The step by step instructions de-mystify the topic areas.

With these tools, business people in any jurisdiction will be able to make better use of their legal budgets.  They can do more for themselves in designing systems that comply with ongoing legal records requirements, and reduce their costs in the event of litigation.”


Barrister & Solicitor, Mediator

Hurry, take advantage of this Special Introductory Offer


With a purchase of this e-book you will get one hour of free telephone support from the authors ($150 Value) !!!

PLUS a free e-copy of our e-book “Paper Trails: the Dirt Roads Crossing the Information Highway– The Business Case for Electronic Records”

 For a limited time only, the price has been reduced from $150 to $68! That’s a savings of 55%

Records Retention Workbook $150 That’s the cost of 1 hour of records management consulting!!!!
Paper Trails e-Book $35
1 hour free telephone consulting $150 By appointment – maximum of two calls.
Total Value $335

Time Limited Offer


Save $265




There is also a companion book, DIY Functional File Classification System Workbook (FFCS). This leads you step-by-step through developing a system for organizing all your organization’s record.

Seriously consider buying this now as you need to have a system on which to base your records retention and disposition schedule.

The records retention and disposition schedule:

  • specifies the length of time that business records must be retained;
  • is based on the records management concept of the information lifecycle that represents the life of a record which is the time period from the creation of a record to its final disposition (destroy or keep)
  • tells staff how long to keep records and then what to do with them — either destroy or send to an alternate storage area for permanent keeping



 Why should an organization have a records retention and disposition schedule?

  • Meet legislative and regulatory requirements – be in compliance
  • Make sure you have the records you need to have in case of audits or litigation
  • Experience has shown that keeping records past their required retention can cause legal and financial problems
  • Save space – Convert space to workstations
  • Eliminate the need to acquire additional electronic storage
  • Reduce office clutter
  • Preserve records of enduring value
  • Retain corporate memory
  • Improve search and retrieval
  • Less records to go through and
  • so you will know how long to keep your records!

This DIY workbook is unique because it focuses less on theory and more on how to roll-up your sleeves and get the job done. To hire consultants or lawyers can be very costly. This way you call on the authors as you need them and maybe you won’t need them at all!

Developing a Records Retention and Disposition Schedule can seem like a big challenge but this workbook is about step-by-step instruction with support from the authors. Additional consulting hours can always be purchased from the authors.

The main thing is that you are doing what you can to keep down the cost of producing the schedule


Does your office feel like it is overflowing with paper records?

Do the servers fill up regularly with electronic documents?

Does your exchange server fill up with e-mails?


If you answered yes to any of these questions then it’s time your organization had a records retention and disposition schedule. This is job usually tackled by records management professionals and lawyers.


But with this workbook based on the methodology of two experienced records management consultants, you can do create the schedule yourself. However you are not alone as the authors are available to coach through any challenges.

Remember the money back guarantee within 60 days.